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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,198 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,596 | $51,642-96.9% | $129,384-98.8% | $80,935-98.0% |
| Participation rate | 87.4% | 56.9%+30.5pp | 69.6%+17.7pp | 67.7%+19.7pp |
| Annual return | 10.77% | 20.78%-10.0pp | 9461.77%-9451.0pp | 35.66%-24.9pp |
| Employer contribution / active EE | $705 | $1,583-55.5% | $4,153-83.0% | $2,757-74.4% |
| Participant deferral / active EE | $1,164 | $2,670-56.4% | $4,166-72.1% | $4,299-72.9% |
| Admin fee / account holder | $20 | $4,312-99.5% | $7,686-99.7% | $6,924-99.7% |